Zachary Abrams
Areas of Focus: Wealth, portfolio and risk management strategies, Market, economic, product and investment research & Financial model development to deliver client solutions and enhance advisor-client relationship
"We're Solving A Puzzle."
Zach joined Capital Advisors' professional staff after graduating from The Ohio State University – and he immediately saw the power in using technology, coupled with research, to develop personalized cash flow models. Using this approach, he's able to intelligently piece together an investment strategy that fits within a client's overall objectives while being mindful of risk exposures and market opportunities.
"Question Wisely."
Zach's desire to find a solution to any problem serves his clients well. He's known for his quick turnaround with answers, willingness to question everything – and his ability to research those questions until he arrives at a solid answer. He's fascinated with the investment landscape and tackles research full force so that his clients can make more informed decisions.
"Don't Wait For Things To Come To You."
Zach's extensive analytical research on markets, the global economy, new investment products, and current estate and tax law isn't just a professional interest – it also helps him see trends before they happen. His passion for knowledge also goes beyond market-related issues – name a topic, and Zach's probably researched it. From geopolitics to sports to history to the way the universe works, Zach thoroughly enjoys knowing and learning all he can.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Capital Advisors, Ltd., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.capitaladvisorsltd.com.
Professional Affiliations
- Jewish Family Services Association of Cleveland: Investment Committee
- Jewish Federation of Cleveland Advisor Study Group
- Financial Planning Association ® (FPA®)
Professional Credentials, Recognition, & Education
- CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
- FINRA Series 4, 7, and 66 Registrations
- BS in Finance from The Ohio State University
Board Memberships
- Jewish Community Federation of Cleveland Defined Benefit Plan Investment Subcommittee
- One Health Organization
News & Insights
CONTACT US
Please Note: Limitations. Different types of investments involve varying degrees of risk and volatility. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including this Strategy), will be profitable, equal any specific performance level(s), be suitable for your portfolio or individual situation, or prove successful. At any specific point in time, or over any specific time-period, any investment or investment strategy can and will suffer losses, at times substantial losses. It should not be assumed that stocks with higher dividend growth will outperform those with lesser or no dividend growth.
It should not be assumed that stocks with higher dividend growth will outperform those with lesser or no dividend growth. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Capital Advisors is engaged, or continues to be engaged, to provide investment advisory services. Capital Advisors is not a certified public accounting firm, and no portion of its services should be construed as accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advisory services from Capital Advisors. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees is available upon request or at www.capitaladvisorsltd.com.
Aggregated Portfolio Data as of 12-19-2023.
S&P 500: a stock market index that tracks the performance of 500 of the largest publicly traded companies in the United States
Vanguard U.S. Dividend Growers: measure the performance of U.S. companies that have followed a policy of consistently increasing dividends every year for at least 10 consecutive years. The index excludes the top 25% highest-yielding eligible companies from the index.
Capital Advisors, Ltd., 20600 Chagrin Boulevard 1115 Tower East Shaker Heights, Ohio 44122
Please review Important Disclosure Information set forth in the last section of this web site. Form ADV Form CRS FINRA Broker Check
More information regarding this firm and its investment professionals can be found on Form ADV, Form CRS, and FINRA's BrokerCheck.
Please review Important Disclosure Information set forth in the last section of this web site.